freee人事労務とDiscordの連携イメージ
How to Integrate Applications

2024/11/21

Integrate freee HR with Discord to automatically notify Discord of employee data updates in freee HR!

a.ohta

If you want to simplify administrative tasks related to personnel management, integrating freee HR with Discord is recommended. This integration is also beneficial for those who don't want to miss updates to employee data.
In this article, we will provide a detailed explanation with images on how to integrate freee HR with Discord!
Even if you don't have programming knowledge, you can easily integrate them, so those who have given up on automation implementation should definitely check it out.

Recommended for

Companies using freee HR for personnel management and Discord as their main communication tool
・Those who want to receive notifications on Discord when employee data is updated in freee HR
・Those who don't want to miss updates to employee data in freee HR

Benefits and Examples of Integrating freee HR with Discord

Benefit 1: Easier to Smoothly Proceed with Subsequent Processes

With this integration, when there is an update to employee data in freee HR, it is automatically notified on Discord. Therefore, the recipient can grasp the changes in employee data in real-time, making it easier to smoothly proceed with subsequent processes.
For example, if you can quickly learn about a change in an employee's department through this integration, you might be able to promptly start preparations for handovers or necessary documents.
This allows for a more relaxed preparation period.

Benefit 2: Easier Management

For team leaders, managing and closely checking many employees can be challenging. In such cases, introducing this integration might make management easier.
For example, if updates to employee information are also delivered via email amidst various communications, they might get buried in the inbox and go unchecked.
However, if they are delivered to Discord, other members in the same channel can also check them, increasing the possibility of getting follow-up even if you delay checking the notifications.

Benefit 3: Simplification of Administrative Tasks

Performing notification tasks every time there is an update to employee data might feel a bit cumbersome. This integration is effective in reducing such burdens.
For instance, during transfer seasons, the number of updates to employee data increases, which naturally increases notification tasks. This can significantly increase the workload and become quite cumbersome.
By introducing this app integration, you can simplify such administrative tasks, potentially reducing the workload.

Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it to check the usability.

[What is Yoom]

This time, we will automate the process of "notifying Discord when employee information is updated in freee HR" using the template below.

How to Create a Connection Flow between freee HR Labor and Discord

The connection flow this time is broadly divided into the following processes.

・Connect freee HR Labor and Discord with My Apps
・Set up freee HR Labor
・Set up notifications to Discord
・Turn on the trigger button and verify the connection operation between freee HR Labor and Discord

Step 1: Connect freee HR Labor and Discord with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connect freee HR Labor and Yoom

1. Search

Enter freee HR Labor in the search box and click the freee HR Labor icon.

2. Log in

Log in to freee HR Labor.

You will be taken to the page to start app integration. Scroll down.

After reviewing the content, click "Allow".

Return to the Yoom screen, and if the above display appears, the connection is complete.

Connect Discord and Yoom

1. Search

Search for Discord and select the Discord icon.

2. Enter Required Fields

Discord Developer Portal to obtain the Bot Token and enter it in the Access Token.
For more details, please check the page on Discord My App Integration.

3. Add
Once the required fields are entered, click Add at the bottom right.

If the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register

※ If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Settings for freee HR

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click "【Copy】Notify Discord when employee information is updated in freee HR".

3. Select App Trigger

Click "When employee information is updated" on the freee HR icon.
Since the title and other settings are complete, press Next.

4. Webhook Event Reception Settings

Follow the image content to set up the Webhook.
By setting up the Webhook, you will receive real-time notifications on Discord when employee information is updated in freee HR.
For detailed setup instructions, please see here.
Additionally, for information on what actions in freee HR trigger the Flowbot, please see here.

5. Execute Test


Once the Webhook setup is complete, perform a test employee update in freee HR.
Then return to the Yoom screen and click the test button in the above image.
If "Test Successful" is displayed, press Save.

Step 4: Set Up Notifications to Discord

1. Connect with the App

Select "Send Message" on the Discord icon. Press Next.

2. Enter Channel ID

First, set the Channel ID where you want to notify updates to employee data in freee HR.
Enter it as per the note at the bottom of the box.

3. Confirm Message


Set the content of the message you want to notify to Discord.
Since it is already set this time, if there are no changes, it is fine as is. If you want to change it, make the necessary modifications.
4. Execute Test

Once the message settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the setup is complete. Press Save.

5. Turn ON the Trigger

Once the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot template used this time
Notify Discord when employee information is updated in freee HR

Examples of Other Automations Using freee HR Labor and Discord

Yoom has other examples of automation using freee HR labor and Discord, so here are a few introductions.

1. Detecting the Previous Day's Attendance Omissions in freee HR Labor and Notifying on Discord

You can also notify Discord of missed clock-ins. By checking daily, you may reduce the hassle of monthly closing.

2. Register Employees in freee HR by Reading Resumes with OCR

This flow reads the content of resumes and automatically registers employees in freee HR. It is expected to significantly reduce manual data entry tasks.

3. Update the employee management sheet in Google Sheets when employee information in freee HR is updated

If you are managing employees in Google Sheets, integrate it with freee HR. This will enable data synchronization.

Summary

With the integration of freee HR and Labor Management and Discord, you can receive updates on employee data directly in Discord. This makes it easier to keep track of new employee data.
Quickly understanding the updates may facilitate smoother transitions to subsequent processes. This can also lead to improved operational efficiency.
Implementing automation might also lead to a review of your workflow. It reduces the workload, so please take this opportunity to try it out.

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
freee HR 労務
Discord
Automation
Integration
Notification
Related Apps
App integration
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